ALTA CAPITAL MANAGEMENT LLC/

Position in JPM — Jpmorgan Chase & Co

CIK 1093589 SALT LAKE CITY, UT

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,296,506

+$716,297 QoQ

Shares Held

25,346

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,624

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

ALTA CAPITAL MANAGEMENT LLC/ holds $9,307,695 across 4 Banks - Diversified names. JPM ranks #1 (89.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	25,346	$8,296,506
2	MUFG	Mitsubishi Ufj Financial Group Inc	19,310	$384,075
3	RY	Royal Bank Of Canada	1,559	$322,666
4	ING	Ing Groep NV	9,702	$304,448

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,296,506	25,346	-1.6%	Shares	Sole	2026-07-28
2026-03-31	$7,580,209	25,769	+0.6%	Shares	Sole	2026-05-11
2025-12-31	$8,255,920	25,622	-1.5%	Shares	Sole	2026-02-06
2025-09-30	$8,202,757	26,005	-6.7%	Shares	Sole	2025-11-04
2025-06-30	$8,082,110	27,878	+4.5%	Shares	Sole	2025-07-28
2025-03-31	$6,544,113	26,678	-0.4%	Shares	Sole	2025-04-21
2024-12-31	$6,421,830	26,790	-2.9%	Shares	Sole	2025-02-06
2024-09-30	$5,815,518	27,580	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$5,577,117	27,574	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$5,537,493	27,646	+3.3%	Shares	Sole	2024-04-25
2023-12-31	$4,553,917	26,772	+2.8%	Shares	Sole	2024-01-22
2023-09-30	$3,776,175	26,039	-1.9%	Shares	Sole	2023-10-18
2023-06-30	$3,860,995	26,547	-0.7%	Shares	Sole	2023-07-20
2023-03-31	$3,484,098	26,737	+2.1%	Shares	Sole	2023-04-24
2022-12-31	$3,510,335	26,177	+3.1%	Shares	Sole	2023-01-26
2022-09-30	$2,653,359	25,391	+41.2%	Shares	Sole	2022-10-25
2022-06-30	$2,025,290	17,985	+2.2%	Shares	Sole	2022-08-02
2022-03-31	$2,399,504	17,602	+9.1%	Shares	Sole	2022-04-19
2021-12-31	$2,553,710	16,127	+5.7%	Shares	Sole	2022-02-02
2021-09-30	$2,498,073	15,261	-47.6%	Shares	Sole	2021-11-03
2021-06-30	$4,532,435	29,140	+6.4%	Shares	Sole	2021-07-27
2021-03-31	$4,167,448	27,376	+49.8%	Shares	Sole	2021-05-06
2020-12-31	$2,322,712	18,279	-49.4%	Shares	Sole	2021-02-03
2020-09-30	$3,474,384	36,090	-40.9%	Shares	Sole	2020-10-30
2020-06-30	$5,741,140	61,037	+9.9%	Shares	Sole	2020-08-06
2020-03-31	$5,000,086	55,538	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.